Civic Intelligence

Summitwest Marketing Inc.

Plan context: Summitwest Marketing Inc. 401K Plan

EIN 84-1080941 • Berthoud, CO • 38 filings • 7 plans

P O Box 719Berthoud, CO 80513
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,533,411

2024 Contributions

$12,261

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,570,288$785,144$0200320142023YearValue
$1,533,411Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200020122023YearValue
3Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$12,261-
Summitwest Marketing Inc. 401K Plan-0$0$12,261-
202313$1,533,411$51,878$17,293iApproximate average salary by contribution assumption: employee only about $432,317 at 4% or $288,211 at 6%; with 50% employer match about $288,211 at 4% or $192,141 at 6%; with 100% employer match about $216,158 at 4% or $144,106 at 6%.
Summitwest Marketing Inc. 401K Plan-3$1,533,411$51,878$17,293iApproximate average salary by contribution assumption: employee only about $432,317 at 4% or $288,211 at 6%; with 50% employer match about $288,211 at 4% or $192,141 at 6%; with 100% employer match about $216,158 at 4% or $144,106 at 6%.
202213$1,379,973$37,284$12,428iApproximate average salary by contribution assumption: employee only about $310,700 at 4% or $207,133 at 6%; with 50% employer match about $207,133 at 4% or $138,089 at 6%; with 100% employer match about $155,350 at 4% or $103,567 at 6%.
Summitwest Marketing Inc. 401K Plan-3$1,379,973$37,284$12,428iApproximate average salary by contribution assumption: employee only about $310,700 at 4% or $207,133 at 6%; with 50% employer match about $207,133 at 4% or $138,089 at 6%; with 100% employer match about $155,350 at 4% or $103,567 at 6%.
202113$1,570,288$37,446$12,482iApproximate average salary by contribution assumption: employee only about $312,050 at 4% or $208,033 at 6%; with 50% employer match about $208,033 at 4% or $138,689 at 6%; with 100% employer match about $156,025 at 4% or $104,017 at 6%.
Summitwest Marketing Inc. 401K Plan-3$1,570,288$37,446$12,482iApproximate average salary by contribution assumption: employee only about $312,050 at 4% or $208,033 at 6%; with 50% employer match about $208,033 at 4% or $138,689 at 6%; with 100% employer match about $156,025 at 4% or $104,017 at 6%.
202012$1,343,320$74,130$37,065iApproximate average salary by contribution assumption: employee only about $926,625 at 4% or $617,750 at 6%; with 50% employer match about $617,750 at 4% or $411,833 at 6%; with 100% employer match about $463,313 at 4% or $308,875 at 6%.
Summitwest Marketing Inc. 401K Plan-2$1,343,320$74,130$37,065iApproximate average salary by contribution assumption: employee only about $926,625 at 4% or $617,750 at 6%; with 50% employer match about $617,750 at 4% or $411,833 at 6%; with 100% employer match about $463,313 at 4% or $308,875 at 6%.
201912$1,158,076$37,895$18,948iApproximate average salary by contribution assumption: employee only about $473,688 at 4% or $315,792 at 6%; with 50% employer match about $315,792 at 4% or $210,528 at 6%; with 100% employer match about $236,844 at 4% or $157,896 at 6%.
Summitwest Marketing Inc. 401K Plan-2$1,158,076$37,895$18,948iApproximate average salary by contribution assumption: employee only about $473,688 at 4% or $315,792 at 6%; with 50% employer match about $315,792 at 4% or $210,528 at 6%; with 100% employer match about $236,844 at 4% or $157,896 at 6%.
201812$969,708$35,752$17,876iApproximate average salary by contribution assumption: employee only about $446,900 at 4% or $297,933 at 6%; with 50% employer match about $297,933 at 4% or $198,622 at 6%; with 100% employer match about $223,450 at 4% or $148,967 at 6%.
Summitwest Marketing Inc. 401K Plan-2$969,708$35,752$17,876iApproximate average salary by contribution assumption: employee only about $446,900 at 4% or $297,933 at 6%; with 50% employer match about $297,933 at 4% or $198,622 at 6%; with 100% employer match about $223,450 at 4% or $148,967 at 6%.
201712$982,568$74,838$37,419iApproximate average salary by contribution assumption: employee only about $935,475 at 4% or $623,650 at 6%; with 50% employer match about $623,650 at 4% or $415,767 at 6%; with 100% employer match about $467,738 at 4% or $311,825 at 6%.
Summitwest Marketing Inc. 401K Plan-2$982,568$74,838$37,419iApproximate average salary by contribution assumption: employee only about $935,475 at 4% or $623,650 at 6%; with 50% employer match about $623,650 at 4% or $415,767 at 6%; with 100% employer match about $467,738 at 4% or $311,825 at 6%.
201612$804,940$70,548$35,274iApproximate average salary by contribution assumption: employee only about $881,850 at 4% or $587,900 at 6%; with 50% employer match about $587,900 at 4% or $391,933 at 6%; with 100% employer match about $440,925 at 4% or $293,950 at 6%.
Summitwest Marketing Inc. 401K Plan-2$804,940$70,548$35,274iApproximate average salary by contribution assumption: employee only about $881,850 at 4% or $587,900 at 6%; with 50% employer match about $587,900 at 4% or $391,933 at 6%; with 100% employer match about $440,925 at 4% or $293,950 at 6%.
201512$727,642$68,349$34,175iApproximate average salary by contribution assumption: employee only about $854,363 at 4% or $569,575 at 6%; with 50% employer match about $569,575 at 4% or $379,717 at 6%; with 100% employer match about $427,181 at 4% or $284,788 at 6%.
Summitwest Marketing Inc. 401K Plan-2$727,642$68,349$34,175iApproximate average salary by contribution assumption: employee only about $854,363 at 4% or $569,575 at 6%; with 50% employer match about $569,575 at 4% or $379,717 at 6%; with 100% employer match about $427,181 at 4% or $284,788 at 6%.
201412$681,690$223,432$111,716iApproximate average salary by contribution assumption: employee only about $2,792,900 at 4% or $1,861,933 at 6%; with 50% employer match about $1,861,933 at 4% or $1,241,289 at 6%; with 100% employer match about $1,396,450 at 4% or $930,967 at 6%.
Summitwest Marketing Inc. 401K Plan-2$681,690$223,432$111,716iApproximate average salary by contribution assumption: employee only about $2,792,900 at 4% or $1,861,933 at 6%; with 50% employer match about $1,861,933 at 4% or $1,241,289 at 6%; with 100% employer match about $1,396,450 at 4% or $930,967 at 6%.
201322$433,551$30,805$15,403iApproximate average salary by contribution assumption: employee only about $385,063 at 4% or $256,708 at 6%; with 50% employer match about $256,708 at 4% or $171,139 at 6%; with 100% employer match about $192,531 at 4% or $128,354 at 6%.
Summitwest Marketing Inc. 401K Plan-2$433,551$30,805$15,403iApproximate average salary by contribution assumption: employee only about $385,063 at 4% or $256,708 at 6%; with 50% employer match about $256,708 at 4% or $171,139 at 6%; with 100% employer match about $192,531 at 4% or $128,354 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-0$0--
201223$765,379$30,250$10,083iApproximate average salary by contribution assumption: employee only about $252,083 at 4% or $168,056 at 6%; with 50% employer match about $168,056 at 4% or $112,037 at 6%; with 100% employer match about $126,042 at 4% or $84,028 at 6%.
Summitwest Marketing Inc. 401K Plan-3$396,074$30,250$10,083iApproximate average salary by contribution assumption: employee only about $252,083 at 4% or $168,056 at 6%; with 50% employer match about $168,056 at 4% or $112,037 at 6%; with 100% employer match about $126,042 at 4% or $84,028 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-2$369,305--
201123$654,325$30,775$10,258iApproximate average salary by contribution assumption: employee only about $256,458 at 4% or $170,972 at 6%; with 50% employer match about $170,972 at 4% or $113,981 at 6%; with 100% employer match about $128,229 at 4% or $85,486 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-3$337,533--
Summitwest Marketing Inc. 401K Plan-3$316,792$30,775$10,258iApproximate average salary by contribution assumption: employee only about $256,458 at 4% or $170,972 at 6%; with 50% employer match about $170,972 at 4% or $113,981 at 6%; with 100% employer match about $128,229 at 4% or $85,486 at 6%.
201023$862,989$30,322$10,107iApproximate average salary by contribution assumption: employee only about $252,683 at 4% or $168,456 at 6%; with 50% employer match about $168,456 at 4% or $112,304 at 6%; with 100% employer match about $126,342 at 4% or $84,228 at 6%.
SUMMITWEST MARKETING INC PS PLAN-3$560,040--
Summitwest Marketing Inc. 401K Plan-3$302,949$30,322$10,107iApproximate average salary by contribution assumption: employee only about $252,683 at 4% or $168,456 at 6%; with 50% employer match about $168,456 at 4% or $112,304 at 6%; with 100% employer match about $126,342 at 4% or $84,228 at 6%.
200923$781,805$30,929$10,310iApproximate average salary by contribution assumption: employee only about $257,742 at 4% or $171,828 at 6%; with 50% employer match about $171,828 at 4% or $114,552 at 6%; with 100% employer match about $128,871 at 4% or $85,914 at 6%.
SUMMITWEST MARKETING INC PS PLAN-3$541,908--
Summitwest Marketing Inc. 401K Plan-3$239,897$30,929$10,310iApproximate average salary by contribution assumption: employee only about $257,742 at 4% or $171,828 at 6%; with 50% employer match about $171,828 at 4% or $114,552 at 6%; with 100% employer match about $128,871 at 4% or $85,914 at 6%.
200813$0$0-
SUMMITWEST MARKETING, INC P/S PLAN-3---
200723$220,241$33,372$11,124iApproximate average salary by contribution assumption: employee only about $278,100 at 4% or $185,400 at 6%; with 50% employer match about $185,400 at 4% or $123,600 at 6%; with 100% employer match about $139,050 at 4% or $92,700 at 6%.
Summitwest Marketing Inc. 401K Plan-3$220,241$33,372$11,124iApproximate average salary by contribution assumption: employee only about $278,100 at 4% or $185,400 at 6%; with 50% employer match about $185,400 at 4% or $123,600 at 6%; with 100% employer match about $139,050 at 4% or $92,700 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-3---
200623$1,087,525$38,713$12,904iApproximate average salary by contribution assumption: employee only about $322,608 at 4% or $215,072 at 6%; with 50% employer match about $215,072 at 4% or $143,381 at 6%; with 100% employer match about $161,304 at 4% or $107,536 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-3$906,984--
Summitwest Marketing Inc. 401K Plan-3$180,541$38,713$12,904iApproximate average salary by contribution assumption: employee only about $322,608 at 4% or $215,072 at 6%; with 50% employer match about $215,072 at 4% or $143,381 at 6%; with 100% employer match about $161,304 at 4% or $107,536 at 6%.
200524$1,256,209$51,588$12,897iApproximate average salary by contribution assumption: employee only about $322,425 at 4% or $214,950 at 6%; with 50% employer match about $214,950 at 4% or $143,300 at 6%; with 100% employer match about $161,213 at 4% or $107,475 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-4$1,067,204--
Summitwest Marketing Inc. 401K Plan-4$189,005$51,588$12,897iApproximate average salary by contribution assumption: employee only about $322,425 at 4% or $214,950 at 6%; with 50% employer match about $214,950 at 4% or $143,300 at 6%; with 100% employer match about $161,213 at 4% or $107,475 at 6%.
200426$1,101,090$73,109$12,185iApproximate average salary by contribution assumption: employee only about $304,621 at 4% or $203,081 at 6%; with 50% employer match about $203,081 at 4% or $135,387 at 6%; with 100% employer match about $152,310 at 4% or $101,540 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-6$969,201--
Summitwest Marketing Inc. 401K Plan-4$131,889$73,109$18,277iApproximate average salary by contribution assumption: employee only about $456,931 at 4% or $304,621 at 6%; with 50% employer match about $304,621 at 4% or $203,081 at 6%; with 100% employer match about $228,466 at 4% or $152,310 at 6%.
200326$897,028$47,298$7,883iApproximate average salary by contribution assumption: employee only about $197,075 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
SUMMITWEST MARKETING, INC P/S PLAN-6$845,926--
Summitwest Marketing Inc. 401K Plan-6$51,102$47,298$7,883iApproximate average salary by contribution assumption: employee only about $197,075 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,589 at 6%; with 100% employer match about $98,538 at 4% or $65,692 at 6%.
200226$0$15,551$2,592iApproximate average salary by contribution assumption: employee only about $64,796 at 4% or $43,197 at 6%; with 50% employer match about $43,197 at 4% or $28,798 at 6%; with 100% employer match about $32,398 at 4% or $21,599 at 6%.
SUMMITWEST MARKETING, INC MONEY PURCHASE PENSION-0-$15,551-
SUMMITWEST MARKETING, INC P/S PLAN-6---
200126$0$0-
SUMMITWEST MARKETING, INC P/S PLAN-5---
SUMMITWEST MARKETING, INC MONEY PURCHASE PENSION-6---
200025$0$0-
SUMMITWEST MARKETING, INC MONEY PURCHASE PENSION PLAN-5---
SUMMITWEST MARKETING, INC P/N PLAN-5---